21 Ameriprise Financial Advisors Shine in 2024 Rankings
Ameriprise Financial Advisors Recognized Among the Best
Ameriprise Financial (NYSE: AMP) proudly celebrates the recognition of 21 of its financial advisors on Barron’s esteemed “Top 100 Independent Financial Advisors” list for 2024. With a competitive landscape in the financial advisory sector, this accolade underscores the exceptional capabilities and dedication of these professionals.
Factors Behind the Rankings
Each year, Barron’s evaluates numerous independent financial advisors to create its rankings, analyzing key performance metrics. These include the volume of client assets managed, revenue generation, and the overall quality of service provided to clients. This rigorous assessment ensures that only the top advisors, who exemplify strong ethical standards and industry best practices, make the cut.
Celebrating Achievements
“Congratulations to the Ameriprise advisors named by Barron’s,” noted Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel. He expressed pride in witnessing the increasing number of Ameriprise advisors featured on this prestigious list year after year. Their commitment to enhancing client experience and delivering value is commendable. The company stands behind these advisors, investing in advanced technology, effective coaching, and comprehensive wealth management solutions to support their ongoing growth.
List of Recognized Ameriprise Advisors
The following Ameriprise Financial advisors have achieved notable recognition:
- Joel Bird, CFP, BFA™, CRPC™, APMA™, CLTC®, Private Wealth Advisor and Chief Executive Officer of Legacy Financial Partners
- Dane Burkholder, CFP, ChFC®, CRPC™, APMA™, Private Wealth Advisor and Managing Partner of Roseville Wealth Management Group
- AJ Jugan, CFP, Private Wealth Advisor and Managing Partner of Premier Wealth Partners
- Jon Kuttin, CRPC™, AAMS™, AWMA?, CMFC™, CRPS™, APMA™, Private Wealth Advisor and Chief Executive Officer of Kuttin Wealth Management
- Randy Linde, CFP, Chief Executive Officer of APG Wealth Advisors
- Charla McIntyre Fields, MBA, CRPC™, Private Wealth Advisor of Fields Wealth Management
- Kim Orth, CFP, CKA®, Private Wealth Advisor of Orth Financial Group
- Geri Pell, MBA, CFP®, CDFA®, Private Wealth Advisor and Chief Executive Officer of Pell Wealth Partners
- Darrell Pennington, CFP, MBA, Private Wealth Advisor and Managing Partner of Pennington Wealth Management
- Scott Tiras, CFP, MBA, Private Wealth Advisor and President of Tiras Wealth Management
- Dan Wilson, CFP, ChFC®, CLU®, Private Wealth Advisor of Skyeburst Wealth Management
- Erin Scannell, CFP, ChFC®, CLU®, AAMS™, Private Wealth Advisor of Heritage Wealth Advisors
- Richard Miller, CFP, ChFC®, Private Wealth Advisor and Chief Executive Officer of R. Miller & Associates
- Jason Klein, Financial Advisor and Managing Partner of OsborneKlein
- Susan Kim, CFP®, APMA™, Private Wealth Advisor and Managing Partner of Kim, Hopkin & Associates
- Kris Kasturi, CRPC™, APMA™, Private Wealth Advisor and Co-Founder of Gratium Wealth Planning
- Colin Grahl, CFP®, APMA™, CAP®, Private Wealth Advisor of WGG Wealth Partners
- Adam Goldstein, CFP®, ChFC®, CLU®, CMFC™, Private Wealth Advisor of Goldstein & Associates
- Bret Glover, CFP®, CRPC™, AIF®, Financial Advisor and Managing Partner of WGG Wealth Partners
- Jeff Chaddock, CRPC™, APMA™, Private Wealth Advisor and Chief Executive Officer of Envisage Wealth
- Jeffrey Brandt, Private Wealth Advisor and Chief Executive Officer of Ascendant Wealth Management Group
About Ameriprise Financial
For over 130 years, Ameriprise Financial has dedicated itself to empowering individuals and businesses to tackle their financial futures with confidence. The firm offers a vast array of investment advice, asset management, and insurance services supported by a nationwide network of approximately 10,000 financial advisors. This extensive reach and resourceful expertise enable them to cater to both individual and institutional investors effectively.
Commitment to Excellence
The recognition from Barron’s reflects the firm’s ongoing commitment to providing top-tier service and fostering professional development within its ranks. Ameriprise advisors continuously strive to maintain high ethical standards and compliance records, which contribute significantly to their success in the financial landscape.
Frequently Asked Questions
What is the significance of Barron's Rankings?
Barron’s rankings are highly regarded in the financial advisory industry, recognizing top advisors based on various performance metrics that indicate their success and ethical standards.
How long has Ameriprise Financial been in business?
Ameriprise Financial has been helping clients for over 130 years, demonstrating a long-standing commitment to financial guidance.
Who are some of the recognized Ameriprise Advisors?
Among the 21 recognized advisors, notable names include Joel Bird, Dane Burkholder, and Jeff Chaddock, each distinguished in their fields.
What services does Ameriprise offer?
Ameriprise offers a range of services, including investment advice, asset management, and insurance solutions tailored to meet individual and institutional needs.
How does Ameriprise support its advisors?
Ameriprise supports its advisors through innovative technology, impactful coaching programs, and comprehensive wealth management capabilities, fostering their professional growth.
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